U.S. High ROE Growth Engines

Deckers Outdoor

Market Cap: US$15.4b

Designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally.

Best Buy

Market Cap: US$15.3b

Offers technology products and solutions in the United States, Canada, and internationally.

Mueller Industries

Market Cap: US$14.4b

Manufactures and sells copper, brass, and aluminum products in the United States, the United Kingdom, Canada, Asia and the Middle East, and Mexico.

Evercore

Market Cap: US$14.4b

Operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific.

IES Holdings

Market Cap: US$14.0b

Designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States.

Exelixis

Market Cap: US$12.2b

An oncology company, focuses on the discovery, development, and commercialization of new medicines for difficult-to-treat cancers in the United States.

BJ's Wholesale Club Holdings

Market Cap: US$11.3b

Operates membership warehouse clubs on the eastern half of the United States.

Texas Roadhouse

Market Cap: US$11.2b

Operates casual dining restaurants in the United States and internationally.

Powell Industries

Market Cap: US$10.9b

Designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

SEI Investments

Market Cap: US$10.6b

A publicly owned asset management holding company.

Donaldson Company

Market Cap: US$9.9b

Manufactures and sells filtration systems and replacement parts worldwide.

Argan

Market Cap: US$9.3b

Through its subsidiaries, provides engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market in the United States, Republic of Ireland, and the United Kingdom.

Dillard's

Market Cap: US$9.3b

Operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States.

Chewy

Market Cap: US$8.9b

Engages in the e-commerce business in the United States.

A. O. Smith

Market Cap: US$7.8b

Manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India.

Everus Construction Group

Market Cap: US$7.7b

Provides contracting services in the United States.

Gap

Market Cap: US$7.7b

Operates as an apparel retail company in the United States, Canada, Japan, Taiwan, and internationally.

Sprouts Farmers Market

Market Cap: US$7.3b

Engages in the retailing of fresh, natural, and organic food products in the United States.

Elastic

Market Cap: US$7.1b

A search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

Kinsale Capital Group

Market Cap: US$6.8b

Engages in the provision of property and casualty insurance products in the United States.

InterDigital

Market Cap: US$6.7b

Operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.

Super Group (SGHC)

Market Cap: US$6.4b

Operates as an online sports betting and gaming operator.

Valaris

Market Cap: US$6.4b

Provides offshore contract drilling services in Brazil, the United Kingdom, Gulf of America, Australia, Angola, and internationally.

PJT Partners

Market Cap: US$6.4b

An investment bank, provides various strategic advisory, shareholder advisory, capital markets advisory, and restructuring and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide.

AppFolio

Market Cap: US$6.2b

Provides cloud-based platform for the real estate industry in the United States.

Pegasystems

Market Cap: US$6.1b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

Rush Street Interactive

Market Cap: US$5.9b

Operates as an online casino and sports betting company in the United States, Canada, and Latin America.

Moelis

Market Cap: US$5.6b

Operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia.

Mercury General

Market Cap: US$5.5b

Engages in writing personal automobile insurance in the United States.

Duolingo

Market Cap: US$5.1b

Operates as a mobile learning platform in the United States, the United Kingdom, and internationally.

Hamilton Lane

Market Cap: US$4.8b

A private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies.

Laureate Education

Market Cap: US$4.6b

Offers higher education programs and services to students through a portfolio of higher education institutions in Mexico, Peru, and the United States.

MarketAxess Holdings

Market Cap: US$4.4b

Operates an electronic trading platform for institutional investor and broker-dealer firms in the United States, the United Kingdom, and internationally.

Federated Hermes

Market Cap: US$4.1b

A publicly owned investment manager.

Qualys

Market Cap: US$4.0b

Provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

Oceaneering International

Market Cap: US$3.9b

Provides engineered services and products and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries in the United States, Africa, the United Kingdom, Norway, Brazil, Asia, Australia, and internationally.